Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1,000K 0.01%
77,974
-40
877
$992K 0.01%
81,190
+5,030
878
$988K 0.01%
53,504
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$986K 0.01%
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$985K 0.01%
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881
$984K 0.01%
21,850
-250
882
$983K 0.01%
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883
$979K 0.01%
17,830
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884
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3,108
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56,337
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13,357
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889
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34,714
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47,953
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49,140
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$949K 0.01%
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$944K 0.01%
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$944K 0.01%
10,539
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899
$942K 0.01%
28,874
-1,200
900
$940K 0.01%
209,521
+13,875
34 35
36
37 38